State of Portfolio Intelligence : A Diagnosis (2024)

research • Jun 2024

State of Portfolio Intelligence: A Diagnosis (2024)

Portfolio data is the most powerful dataset for private investors. Yet, most investors struggle to get value out of it, with only ~15% satisfied with their current portfolio monitoring solution.

We surveyed 120+ top Fund Managers on how they manage their portfolio data.

Read the report to discover:

How leading funds utilize their portfolio data
Key challenges in capturing portfolio data
Current portfolio tracking approaches & solutions used by funds
Forward looking: New-age solutions in the AI world

Download the full report

About Synaptic

Synaptic provides actionable insights from alternative datasets on a no-code platform, so you can invest with data-driven confidence. Synaptic unifies billions of data points from both your favorite data sources and our own proprietary sources in a single pane of glass, so you never miss out on spotting emerging trends and high-growth companies.